BWM
BCS Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
74,145
+8,648
| +13% | +$243K | 0.45% | 55 |
|
|
2025
Q1 | $1.72M | Sell |
65,497
-14,428
| -18% | -$378K | 0.44% | 59 |
|
|
2024
Q4 | $2.22M | Buy |
+79,925
| New | +$2.22M | 0.55% | 47 |
|
|
2024
Q2 | – | Sell |
-29,876
| Closed | -$2.43M | – | 211 |
|
|
2024
Q1 | $2.43M | Sell |
29,876
-1,260
| -4% | -$103K | 0.78% | 33 |
|
|
2023
Q4 | $2.35M | Sell |
31,136
-1,424
| -4% | -$107K | 0.86% | 29 |
|
|
2023
Q3 | $2.2M | Buy |
+32,560
| New | +$2.2M | 0.92% | 26 |
|
|
2023
Q2 | – | Sell |
-38,652
| Closed | -$2.62M | – | 157 |
|
|
2023
Q1 | $2.62M | Buy |
38,652
+7,588
| +24% | +$515K | 1.19% | 19 |
|
|
2022
Q4 | $2.04M | Sell |
31,064
-614
| -2% | -$40.3K | 0.85% | 29 |
|
|
2022
Q3 | $1.92M | Buy |
31,678
+1,530
| +5% | +$92.6K | 0.9% | 22 |
|
|
2022
Q2 | $1.89M | Sell |
30,148
-56
| -0.2% | -$3.51K | 0.84% | 24 |
|
|
2022
Q1 | $2.29M | Sell |
30,204
-5,163
| -15% | -$392K | 0.95% | 23 |
|
|
2021
Q4 | $2.85M | Buy |
35,367
+6,245
| +21% | +$502K | 1.02% | 21 |
|
|
2021
Q3 | $2.23M | Buy |
29,122
+2,089
| +8% | +$160K | 0.95% | 22 |
|
|
2021
Q2 | $2.12M | Sell |
27,033
-621
| -2% | -$48.6K | 1.12% | 17 |
|
|
2021
Q1 | $2.06M | Sell |
27,654
-1,296
| -4% | -$96.4K | 0.98% | 22 |
|
|
2020
Q4 | $1.97M | Sell |
28,950
-2,097
| -7% | -$143K | 1.03% | 23 |
|
|
2020
Q3 | $1.72M | Sell |
31,047
-4
| -0% | -$222 | 0.97% | 24 |
|
|
2020
Q2 | $1.63M | Buy |
31,051
+1,022
| +3% | +$53.8K | 0.98% | 23 |
|
|
2020
Q1 | $1.27M | Buy |
30,029
+1,853
| +7% | +$78.1K | 0.89% | 24 |
|
|
2019
Q4 | $1.7M | Buy |
+28,176
| New | +$1.7M | 1.13% | 23 |
|